Insurance Placement & Renewal Strategist

Acrisure Trade Credit

Littleton (NJ)

On-site

USD 64,000 - 84,000

Full time

8 days ago

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Benefits offered by this job

Medical, dental, and vision insurance
401(k) with company match
Health Savings Account (HSA)/Flexible
Wellness resources and Calm app

Job summary

Acrisure Trade Credit is seeking a detail-oriented professional to manage new business and renewal processes for insurance accounts. You will oversee timelines, perform exposure analysis, prepare quote specifications, and negotiate coverage terms, presenting comprehensive proposals to clients.

You will collaborate with Client Advisors, Account Service Teams, and carrier partners to deliver high-quality service.

Qualifications

  • 3-5 years of relevant insurance experience, with emphasis on middle to large market placements.
  • Must currently hold an applicable insurance license.
  • Strong organizational skills and ability to handle multiple tasks and priorities.
  • Excellent written, verbal and presentation skills; customer-service oriented.
  • Pursuit of professional designation – CRM, CISR, CIC, AAI, ARM, CPCU – preferred.

Responsibilities

  • Manage and execute key components of new business and renewal processes.
  • Collaborate with Client Advisors, Account Service Teams, and carrier partners.
  • Review policies and contracts; provide recommendations for improvement.
  • Prepare submissions for new business and renewals (ACORDs, exposure schedules, loss summaries).
  • Analyze exposure data and build financial models for loss-sensitive programs when needed.
  • Maintain relationships with insurance markets and brokers; ensure regulatory compliance.
  • Quote policies using carrier systems and rating tools; support proposal development.
  • Assist with licensing and continuing education requirements.
  • Engage in professional development and participate in carrier events as needed.
  • Identify opportunities to engage Risk Resources for complex client needs.

Skills

Communication
Customer service
MS Office

Education

Bachelor's degree preferred

Tools

Epic
Excel
Word

Job description

Acrisure Trade Credit is seeking a detail-oriented professional to manage new business and renewal processes for insurance accounts. You will oversee timelines, perform exposure analysis, prepare quote specifications, and negotiate coverage terms, presenting comprehensive proposals to clients.

You will collaborate with Client Advisors, Account Service Teams, and carrier partners to deliver high-quality service.

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